Define User-Specific Settings for Customer Order Entry

This document explains how you define your own settings for how order entries are to be processed.

Outcome

The settings that control how customer order entry is processed are defined.

The order entry settings control and facilitate customer order entry.

The parameter file (CSYSTR) is updated.

Before you start

The starting conditions listed in Define General Settings for Customer Order Entry must be met.

Follow these steps

  1. Start 'Customer Order. Open' (OIS100) and press F13=Settings to proceed to the P panel.

  2. Decide whether the values specified during a new entry should be confirmed by pressing Enter before the record is created.

  3. Select a panel sequence and a customer order type to be used during order entry.

  4. Decide whether the order type is to be retrieved from the customer file or from the parameter panel.

  5. Decide whether the panel sequence is to be retrieved from the order type or from the parameter panel.

  6. Decide whether the requested delivery date is to be the same date as for the previous order.

  7. Select the 'Cash desk active' parameter if you want 'Cash Payment. Open' (OIS215) to be started at the end of order entry.

  8. Select the date format to be used and whether the customer's address or the payer's address is to be displayed in addition to the delivery address on the (OIS100/A) panel.

  9. Select what fields in the field selection are to be displayed and whether the field contents can be changed during order entry. Press Enter to return to the A panel.

Parameters to set

Program ID/Panel Field The field indicates …
(OIS100/P) Confirm with Enter

… whether the values specified during a new entry should be confirmed by pressing Enter before the record is created.

This confirmation will be requested as long as values are added or changed in the panel during entry.

(OIS100/P) CO type … an order type, which is a combined ID for settings that determine how the order is processed during order entry and in the processing flow.
(OIS100/P) Override customer order type … whether the order type is to be retrieved from the customer file or from the parameter panel. If this field is selected, the order type is retrieved from the parameter panel.
(OIS100/P) Override order type panel sequence … whether the normal panel sequence is to be retrieved from the order type or from the parameter panel. If this field is selected, the panel sequence is retrieved from the parameter panel.
(OIS100/P) Proposed delivery date

… whether the requested delivery date is to be the same date as for the previous order.

This field is only valid when entering new customer orders.

(OIS100/P) Cash desk active

… whether 'Cash Payment. Open' (OIS215) is to be started at the end of customer order entry if all other requirements are fulfilled.

Even if the 'Cash desk active' parameter is selected, three other conditions must be met for (OIS215) to be started:

(OIS100/P) Date format

… the date format to be used.

The valid alternatives are:

YMD=YYMMDD (year, month, day)

DMY=DDMMYY (day, month, year)

MDY=MMDDYY (month, day, year)

YWD=YYWWD (year, week, weekday).

The format YWD cannot be specified in 'Company. Open' (MNS095) and 'User. Open' (MNS150).

(OIS100/P) Display address … whether the customer's address (alternative 1) or the payer's address (alternative 2), in addition to the delivery address, is to be displayed on the A panel in (OIS100).
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